EDWIN M POSIN FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- EDWIN M POSIN FAMILY FOUNDATION (EIN 92-2385989)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-13
- IRS object ID
- 202543179349100929
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-13T12:57:51-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 450250958 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Eide Bailly LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 Nicollet Mall Ste 1300 | AddressLine1Txt |
| City | Minneapolis | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 554027033 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 922385989 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Edwin M Posin Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EDWI | BusinessNameControlTxt |
| Phone | 7757882000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14925 La Briana Ave | AddressLine1Txt |
| City | Reno | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89511 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Brett Malamet | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 7757882000 | PhoneNum |
| Signature | 2025-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Deb Nelson CPA | PreparerPersonNm |
| PTIN | P01264758 | PTIN |
| Phone | 6122536500 | PhoneNum |
| Preparation | 2025-11-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $27,050,163 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $24,622,034 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $666,947 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $666,947 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $198,326 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $198,326 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $198,326 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $1,289,266 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,592,114 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,289,266 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $56,554 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $26,833,127 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,154,539 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $250,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $187,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $62,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,150 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,150 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $179,522 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $179,522 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $473 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $473 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $183,723 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $181,430 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,293 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $616,868 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $548,925 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $67,943 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,200,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,200,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,816,868 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $548,925 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,267,943 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $25,016,259 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,605,614 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst EOY | $2,334,271 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,334,271 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $768,870 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $768,870 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,305,176 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,305,176 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $10,037,033 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $10,037,033 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,604,813 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,604,813 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $0 | TotalAssetsBOYAmt |
| Total Assets EOY | $27,050,163 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $27,050,163 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $27,050,163 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $0 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $27,050,163 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $0 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $27,050,163 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $0 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $25,016,259 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,033,904 | OtherIncreasesAmt |
| Subtotal | $27,050,163 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $27,050,163 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| Publicly Traded Securities - 2261 | P | $7,764,127 | $6,468,948 | $1,295,179 | $1,295,179 |
| Publicly Traded Securities - 2259 | P | $827,987 | $833,900 | -$5,913 | -$5,913 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,289,266 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $22,318 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $22,318 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $22,318 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1,251 | EsPenaltyAmt |
| Tax Due | $23,569 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NV | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Brett Malamet | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7757882000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14925 La Briana Ave | AddressLine1Txt |
| City | Reno | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89511 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Martin Fineman | ||||||||
| 9900 Wilbur May Pkwy Unit No 2802 | Reno | NV | 89521 | President | 20.00 | $0 | $0 | $0 |
| Betty Fineman | ||||||||
| 9900 Wilbur May Pkwy Unit No 2802 | Reno | NV | 89521 | Secretary | 20.00 | $125,000 | $0 | $0 |
| Brett Malamet | ||||||||
| 14925 LA Briana Ave | Reno | NV | 89511 | Treasurer | 40.00 | $125,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Merrill Lynch | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5370 Kietzke Ln Ste 200B | AddressLine1Txt |
| City | Reno | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 895112379 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment Management Fees | ServiceTypeTxt |
| Compensation | $179,522 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $17,242,052 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $769,261 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $4,604,813 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $22,616,126 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $22,616,126 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $339,242 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $22,276,884 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,113,844 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,113,844 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $22,318 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $11,666 | IncomeTaxAmt |
| Total Tax | $33,984 | TotalTaxAmt |
| Distributable Before Adj | $1,079,860 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,079,860 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,079,860 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,267,943 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,267,943 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,079,860 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,267,943 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,079,860 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $188,083 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $188,083 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $188,083 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $188,083 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| UC Davis Foundation | |||||||
| One Shields Avenue | Davis | CA | 956165270 | None | PC | Surgery Center | $150,000 |
| Congregation Beth Israel The Jewish Community | |||||||
| 5101 Providence Rd | Charlotte | NC | 28226 | None | PC | General Support | $150,000 |
| St Jude Children's Research Hospital | |||||||
| 262 Danny Thomas Place | Memphis | TN | 38105 | None | PC | General Support | $50,000 |
| City of Hope | |||||||
| 1500 E Duarte Rd | Duarte | CA | 91010 | None | GOV | General Support | $60,000 |
| Chabad at UNR | |||||||
| 1664 N Virginia St | Reno | NV | 89557 | None | PC | General Support | $5,000 |
| Renown Regional Medical Center | |||||||
| 1155 Mill St | Reno | NV | 89502 | None | PC | Radiology Medical Equipment | $365,000 |
| Pet Network Incline Village | |||||||
| 401 Village Blvd | Incline Village | NV | 89451 | None | PC | General Support | $365,000 |
| Awaken Justice | |||||||
| 433 Spokane Street | Reno | NV | 89512 | None | PC | General Support | $55,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,200,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $666,947 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $198,326 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $56,554 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,289,266 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $56,554 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,154,539 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,211,093 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Edwin M Posin Family Trust | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9900 Wilbur May Pkwy Unit no 2802 | AddressLine1Txt |
| City | Reno | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89521 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $24,622,034 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | Stock/Land | NoncashPropertyDesc |
| Fair Market Value | $24,622,034 | FairMarketValueAmt |
| Received | 2024-03-01 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $3,150 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,150 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (42 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Abbvie Inc | $253,540 | $253,540 |
| UnitedHealth Group Inc | $246,973 | $246,973 |
| United Technologies Corp | $252,811 | $252,811 |
| HP Enterprise Co | $254,980 | $254,980 |
| Lowe's Cos Inc | $253,295 | $253,295 |
| Target Corp | $251,684 | $251,684 |
| US Bancorp | $256,170 | $256,170 |
| Illinois Tool Works Inc | $252,478 | $252,478 |
| Morgan Stanley | $252,315 | $252,315 |
| Costco Wholesale Corp | $250,567 | $250,567 |
| BP Capital Markets Corp | $254,258 | $254,258 |
| Apple Inc | $256,839 | $256,839 |
| CVS Helath Corp | $253,854 | $253,854 |
| Walmart Inc | $249,153 | $249,153 |
| Comcast Corp | $255,510 | $255,510 |
| Dowdupoint Inc | $255,829 | $255,829 |
| Pfizer Inc | $251,661 | $251,661 |
| PNC Financial Services | $249,818 | $249,818 |
| McDonald's Corp | $247,566 | $247,566 |
| Nextera Energy Capital | $252,115 | $252,115 |
| AT& T Inc | $245,994 | $245,994 |
| Metlife Inc | $249,433 | $249,433 |
| Anheuser Busch Inbev Wor | $243,763 | $243,763 |
| Verizon Communications | $249,683 | $249,683 |
| Exxon Mobil Corporation | $250,368 | $250,368 |
| Starbucks Corp | $876 | $876 |
| Kinder Morgan Inn | $249,441 | $249,441 |
| Toronto Dominion Bank | $247,847 | $247,847 |
| Thermo Fisher Scientific | $245,455 | $245,455 |
| Amgen Inc | $244,126 | $244,126 |
| Unitedhealth Group Inc | $4,711 | $4,711 |
| Qualcomm Inc | $245,473 | $245,473 |
| Newmont Corp | $248,028 | $248,028 |
| Home Depot Inc | $253,009 | $253,009 |
| JPMorgan Chase & Co | $252,396 | $252,396 |
| Northrop Grumman Corp | $253,962 | $253,962 |
| Wells Fargo & Company | $248,203 | $248,203 |
| Bank of NY Mellon Corp | $252,691 | $252,691 |
| Royal Bank of America | $244,890 | $244,890 |
| Capital One Financial Co | $250,225 | $250,225 |
| Truist Financial Corp | $251,471 | $251,471 |
| Phillips 66 | $253,572 | $253,572 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (82 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Abbvie Inc Shares | $78,004 | $78,004 |
| Agnico Eagle Mines LTD | $33,161 | $33,161 |
| Allstate Corp Del Com | $142,253 | $142,253 |
| Alphabat Inc SHS CLA | $227,160 | $227,160 |
| Amazon Com Inc Com | $117,593 | $117,593 |
| Amer Express Com | $61,139 | $61,139 |
| Amphenol Corp Cl A New | $76,187 | $76,187 |
| Apple Inc | $301,618 | $301,618 |
| Astrazenca Plc SPND ADR | $102,801 | $102,801 |
| Blackrock INC REG SHS | $341,227 | $341,227 |
| Blue Owl CAP INC | $84,527 | $84,527 |
| Boston Scientific Corp | $98,967 | $98,967 |
| Broadcom Inc | $184,327 | $184,327 |
| Cencora Inc | $35,275 | $35,275 |
| Comcast Corp New Cl A | $71,890 | $71,890 |
| Conocophillips | $33,420 | $33,420 |
| Consolidated Edison Inc | $123,851 | $123,851 |
| Costco Wholesale CRP Del | $115,450 | $115,450 |
| CSX Corp | $80,510 | $80,510 |
| D R Horton Inc | $92,980 | $92,980 |
| Digital RLTY TR INC | $201,270 | $201,270 |
| Eaton Corp PLC | $86,931 | $86,931 |
| Eli Lilly & Co | $142,424 | $142,424 |
| Emerson Elec Co | $182,531 | $182,531 |
| Entergy Corp New | $62,324 | $62,324 |
| Exxon Mobil Corp Com | $286,069 | $286,069 |
| Ferrari NV | $51,406 | $51,406 |
| Freeport Mcmoran Inc | $73,494 | $73,494 |
| Genl Dynamics Corp Com | $65,750 | $65,750 |
| Gilead Sciences In Com | $147,792 | $147,792 |
| HCA Healthcare Inc | $61,231 | $61,231 |
| Hewlett Packard | $125,386 | $125,386 |
| Hilton Worldwide | $62,531 | $62,531 |
| Home Depot Inc | $158,098 | $158,098 |
| Honeywell Intl Inc Del | $38,401 | $38,401 |
| Hoemet Aerospace Inc | $53,810 | $53,810 |
| HP Inc | $103,277 | $103,277 |
| Intercontinental | $50,812 | $50,812 |
| INTL Business Machines | $225,106 | $225,106 |
| Intrpublic GP of CO | $52,201 | $52,201 |
| Johnson Controls Inter | $58,092 | $58,092 |
| JP Morgon Chase & Co | $372,488 | $372,488 |
| Kenvue Inc | $18,596 | $18,596 |
| Kinder Morgan Inc Del | $216,301 | $216,301 |
| Kraft Heinz Co Shs | $55,155 | $55,155 |
| Martin Marietta Mails | $40,287 | $40,287 |
| McDonalds Corp Com | $103,788 | $103,788 |
| Medtronic Plc SHS | $132,911 | $132,911 |
| Microsoft Corp | $329,555 | $329,555 |
| Netflix com Inc | $77,545 | $77,545 |
| Nvidia | $255,151 | $255,151 |
| Palo Alto Network Inc | $60,047 | $60,047 |
| Parker Hannifin Corp | $104,945 | $104,945 |
| Pepsico Inc | $138,628 | $138,628 |
| Principal Financial Grp | $92,891 | $92,891 |
| Procter & Gamble Co | $74,186 | $74,186 |
| Progressive CRP Ohio | $69,727 | $69,727 |
| Prologis Inc | $49,256 | $49,256 |
| Pub SVC Enterprise Grp | $136,536 | $136,536 |
| Realty Incm CRP MD | $49,432 | $49,432 |
| Ross Stores Inc Com | $60,357 | $60,357 |
| RTX Corp | $101,486 | $101,486 |
| S&P Global Inc | $91,139 | $91,139 |
| Schlumberger Ltd | $17,100 | $17,100 |
| Services Now Inc | $83,749 | $83,749 |
| Simon Property Group Del | $138,285 | $138,285 |
| Synchrony Finl Com | $106,600 | $106,600 |
| Target Corp Com | $58,803 | $58,803 |
| Tesla Inc | $69,460 | $69,460 |
| Texas Instruments | $52,017 | $52,017 |
| Truist Finl Corp | $182,847 | $182,847 |
| Union Pacific Corp | $34,434 | $34,434 |
| United Rentals Inc Com | $46,493 | $46,493 |
| UnitedHealth Group Inc | $119,383 | $119,383 |
| VISA Inc CL A Shs | $120,727 | $120,727 |
| Walmart Inc | $228,565 | $228,565 |
| Wells Fargo & Co | $105,852 | $105,852 |
| Welltower Inc | $180,601 | $180,601 |
| Williams Companies Del | $185,937 | $185,937 |
| WSTN Digital Corp Del | $52,355 | $52,355 |
| XCEL Energy Inc | $146,518 | $146,518 |
| Zoetis Inc | $53,767 | $53,767 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $768,870 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $768,870 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Pleasant Land Corporation Trust | FMV | $1,233,813 | $1,233,813 |
| 189 Clermont LLC | FMV | $3,371,000 | $3,371,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Bank Charges | $2,293 | $0 | $2,293 |
| Other Investment Expenses | $181,430 | $181,430 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Pleasant Land Corp | Desc |
| Revenue And Expenses Per Books | $56,554 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized Gains/Losses | Desc |
| Amt | $2,033,904 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Fees | CategoryTxt |
| Amt | $179,522 | Amt |
| Net Investment Income | $179,522 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Edwin M Posin Family Trust | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9900 Wilbur May Pkwy Unit 2802 | AddressLine1Txt |
| City | Reno | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89521 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Foreign Taxes Paid | CategoryTxt |
| Amt | $473 | Amt |
| Net Investment Income | $473 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |